It can be challenging to get a true understanding of what each individual client needs. Even with the correct processes in place, there is not a one size fits all solution for your investor clients.
Getting a clear picture of client needs come down to putting yourself in their shoes. This can mean delving into and understanding the investor type that you are dealing with as well as uncovering the true cost of owning an investment. As the need to focus on the client and meeting their expectations continues in importance, its time to take a step outside the PM world and look at investment from the landlords point of view
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